Director of Client Development, Marketing
Over 20 years of firm management experience
Extensive experience in risk management and oversight
Responsible for day to day operations of the firm and risk management of the firm
Operations Manager
Founding Principal
Founding Principal, President,Chief Investment Strategist
Executive Assistant
Over 20 years of investment experience
Twelve years at SunTrust Personal Asset Management as Managed Equities Director
Extensive experience in managing equities, bonds, REITs, MLPs, preferred stocks, and commodities
Responsible for management of The 576 Income Fund equity portfolio & for construction and management of all HMS investment portfolios
Director of Options Trading
Over 20 years of experience as a corporate trust officer working with revocable and irrevocable trusts, family foundations, individuals and institutions
Spent seven years as Senior Trust Advisor at U.S. Trust, Bank of America serving four states
Services family offices, foundations and high net worth individuals
Over 30 years of fixed income investment experience
Prior to joining the firm he was First Vice President with Robert W. Baird & Company
Responsible for marketing and client service for high net worth individuals
Over 25 years of investment experience
One of the first female managers for Tennessee Consolidated Retirement System
Senior Portfolio Manager at SunTrust Private Asset Management working with clients with $25MM or more in assets
Extensive experience in technology, capital goods, and healthcare sectors
Responsible for market strategy, portfolio risk controls, & services institutional accounts
Over 35 years of investment experience
Distinguished tenure at the endowment fund for Vanderbilt University and as Regional Director for SunTrust Personal Asset Management
Serves as Chairman of the Investment Advisory Council for Tennessee Consolidated Retirement System, Investment Committee for Trevecca Nazarene University, EBS Foundation, and HMS Capital Management Charitable Foundation
Responsible for economic and equity analysis, services institutional accounts
Over 20 years of banking experience
Started his career at Bank One & Fifth Third Bank
Extensive experience in options trading at Merrill Lynch
Actively managed options writing strategy for a private family office
Responsible for options overlay strategies
Over 20 years experience in financial service operations and compliance
Extensive experience with non-profit organizations
Licensed and ordained minister, actively pastoring in Nashville since 1998
Responsible for back office client service for high net worth individuals
Chief Operating Officer, Compliance Manager
Director of Client Development, Family Wealth Advisor
Over 15 years of client service experience
Responsible for administrative & financial record keeping
Founding Principal, Chief Investment Officer
The 576 Income Fund
setting the standard in costless hedging
FOR MORE INFORMATION
576 Income fund
+1-615-829-7202
Sorelle Asset Management, LLC
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